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WealthPLAN Partners’s ProShares Short S&P500 SH Stock Holding History

WealthPLAN Partners’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$5.14K Sell
34
-1,050
-97% -$161K ﹤0.01% 710
2016
Q2 		$39.8K Buy
+1,084
New +$175K 0.01% 1027

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WealthPLAN Partners's SH Position: Q3 2016 in Review

WealthPLAN Partners reduced its ProShares Short S&P500 (SH) stake by 97% in Q3 2016, selling an estimated $161K and leaving 34 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

WealthPLAN Partners first reported a position in SH in Q2 2016 and has held it in 2 quarters since. The position peaked at $39.8K in Q2 2016. 146 funds tracked by Wall St. Rank hold SH as of Q3 2016.

  • WealthPLAN Partners held 34 shares of ProShares Short S&P500 worth $5.14K as of Q3 2016.
  • WealthPLAN Partners sold 1,050 ProShares Short S&P500 shares in Q3 2016, an estimated $161K.
  • ProShares Short S&P500 made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #710 holding.
  • WealthPLAN Partners first reported a position in ProShares Short S&P500 in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's ProShares Short S&P500 position peaked at $39.8K in Q2 2016.
  • 146 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.